RIA Data Center
Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.
Sort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking.
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 201 | CADINHA & CO LLC | $332,707 | $1,766,341,127 | — | $1,766,341,127 |
| 202 | BEIRNE WEALTH CONSULTING SERVICES, LLC | $1,458,931 | $519,819,667 | $1,244,027,760 | $1,763,847,427 |
| 203 | THE WELCH GROUP, LLC | $623,887 | $1,758,737,229 | — | $1,758,737,229 |
| 204 | WELLSPRING FINANCIAL ADVISORS, LLC | $2,046,787 | $519,837,993 | $1,232,211,277 | $1,752,049,270 |
| 205 | BAKERAVENUE | $1,027,355 | $1,525,649,220 | $210,580,936 | $1,736,230,156 |
| 206 | ROFFMAN MILLER ASSOCIATES INC | $1,438,914 | $1,708,232,445 | $27,098,435 | $1,735,330,880 |
| 207 | TRUEWEALTH MANAGEMENT | $593,711 | $1,577,613,841 | $122,773,099 | $1,700,386,940 |
| 208 | SMITH, SALLEY & ASSOCIATES, LLC | $1,196,230 | $1,691,469,449 | — | $1,691,469,449 |
| 209 | PRIVATE VISTA, LLC | $398,521 | $1,564,290,000 | $112,289,023 | $1,676,579,023 |
| 210 | NORRIS PERNE & FRENCH LLP | $999,823 | $1,660,705,974 | — | $1,660,705,974 |
| 211 | BRIDGEWATER ADVISORS INC. | $675,755 | $1,656,274,752 | — | $1,656,274,752 |
| 212 | CAPSTONE FINANCIAL ADVISORS INC | $698,641 | $1,636,041,635 | $6,462,246 | $1,642,503,881 |
| 213 | SALEM INVESTMENT COUNSELORS INC | $914,031 | $1,613,012,118 | $27,673,866 | $1,640,685,984 |
| 214 | OSBORNE PARTNERS | $1,169,407 | $1,281,078,584 | $351,413,164 | $1,632,491,748 |
| 215 | VISTA CAPITAL PARTNERS, INC. | $749,653 | $1,620,750,645 | — | $1,620,750,645 |
| 216 | VENTURI PRIVATE WEALTH | $662,506 | $1,576,180,000 | $44,310,000 | $1,620,490,000 |
| 217 | FAIRWAY WEALTH MANAGEMENT LLC | $6,796,038 | $2,640,977 | $1,614,816,121 | $1,617,457,098 |
| 218 | REILLY FINANCIAL ADVISORS | $193,595 | $1,545,808,076 | $56,380,834 | $1,602,188,910 |
| 219 | TRUE NORTH ADVISORS, LLC | $513,091 | $1,581,734,664 | $19,623,015 | $1,601,357,679 |
| 220 | HERITAGE FINANCIAL SERVICES, LLC | $364,258 | $1,601,277,179 | — | $1,601,277,179 |
| 221 | COLORADO FINANCIAL MANAGEMENT LLC | $570,961 | $1,561,160,490 | $15,834,136 | $1,576,994,626 |
| 222 | NORTH AMERICAN MANAGEMENT CORP | $1,718,458 | $1,329,334,776 | $234,461,640 | $1,563,796,416 |
| 223 | GAMBLE JONES INVESTMENT COUNSEL | $1,254,122 | $874,854,737 | $684,019,043 | $1,558,873,780 |
| 224 | SFMG WEALTH ADVISORS | $496,349 | $1,459,390,667 | $87,234,353 | $1,546,625,020 |
| 225 | GHP INVESTMENT ADVISORS INC | $517,625 | $1,527,308,746 | $12,107,036 | $1,539,415,782 |
| 226 | FOSTER & MOTLEY INC | $2,200,443 | $1,495,054,208 | $40,855,307 | $1,535,909,515 |
| 227 | MONOGRAPH WEALTH ADVISORS, LLC | $2,364,498 | $1,454,579,005 | $77,615,982 | $1,532,194,987 |
| 228 | PARATUS FINANCIAL, INC. | $715,332 | $119,950,972 | $1,405,137,386 | $1,525,088,358 |
| 229 | CHECK CAPITAL MANAGEMENT INC | $673,201 | $1,439,457,820 | $77,937,755 | $1,517,395,575 |
| 230 | ROCKY MOUNTAIN ADVISERS, LLC | $5,499,156 | $1,506,768,677 | — | $1,506,768,677 |
| 231 | VERIS WEALTH PARTNERS, LLC | $808,007 | $1,304,710,536 | $201,414,031 | $1,506,124,567 |
| 232 | RESOURCE MANAGEMENT, LLC | $635,873 | $1,394,937,500 | $100,000,336 | $1,494,937,836 |
| 233 | LEGACY WEALTH MANAGEMENT INC | $429,132 | $1,400,870,744 | $86,930,910 | $1,487,801,654 |
| 234 | AJ WEALTH | $1,692,922 | $1,209,000,000 | $274,000,000 | $1,483,000,000 |
| 235 | CONSTELLATION WEALTH ADVISORS | $1,576,995 | $741,384,323 | $734,682,711 | $1,476,067,034 |
| 236 | MIRACLE MILE ADVISORS, LLC | $1,042,800 | $1,470,252,353 | $5,309,271 | $1,475,561,624 |
| 237 | SADOFF INVESTMENT MANAGEMENT LLC | $1,157,168 | $1,460,346,509 | — | $1,460,346,509 |
| 238 | GLASSMAN WEALTH SERVICES, LLC | $763,903 | $1,454,471,398 | — | $1,454,471,398 |
| 239 | PORTFOLIO SOLUTIONS LLC | $836,169 | $1,444,900,440 | — | $1,444,900,440 |
| 240 | ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. | $499,696 | $1,420,619,854 | $24,000,154 | $1,444,620,008 |
| 241 | CAPTRUST FINANCIAL ADVISORS | $649,989 | $1,444,275,931 | — | $1,444,275,931 |
| 242 | WALL CAPITAL GROUP, INC. | $2,209,427 | $435,058,594 | $1,005,487,611 | $1,440,546,205 |
| 243 | STEARNS FINANCIAL GROUP | $625,790 | $1,439,316,947 | — | $1,439,316,947 |
| 244 | PARSONS CAPITAL MANAGEMENT INC | $913,361 | $1,433,976,424 | — | $1,433,976,424 |
| 245 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $793,183 | $1,433,282,568 | — | $1,433,282,568 |
| 246 | BEDEL FINANCIAL CONSULTING INC | $361,799 | $1,423,317,872 | $5,789,153 | $1,429,107,025 |
| 247 | BLB & B ADVISORS, LLC | $589,086 | $1,263,340,094 | $158,123,254 | $1,421,463,348 |
| 248 | EMERY HOWARD | $2,218,027 | $1,322,625,061 | $90,258,065 | $1,412,883,126 |
| 249 | TOM JOHNSON INVESTMENT MANAGEMENT, LLC | $377,713 | $1,411,891,826 | — | $1,411,891,826 |
| 250 | BREEDS HILL CAPITAL LLC | $3,295,195 | $107,923,825 | $1,302,419,524 | $1,410,343,349 |
Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.
For more information about the RIA Data Center, please contact InvestmentNews Data.
Reprints: For reprints of these rankings, please contact Sabrina Straub.
*Methodology:InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2020. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) nor one who is an insurance company or agency.
Database last updated on June, 2020.
